Filed June 23, 2022 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $54,762 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $17,088 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,401 |
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $479 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,220 | $85,199+22.3% | $57,179+82.3% | $63,975+62.9% |
| Participation rate | 89.7% | 74.0%+15.7pp | 75.3%+14.4pp | 71.1%+18.6pp |
| Annual return | 6.90% | 10.43%-3.5pp | 14.59%-7.7pp | 48.65%-41.8pp |
| Employer contribution / active EE | $3,095 | $3,446-10.2% | $2,682+15.4% | $2,182+41.9% |
| Participant deferral / active EE | $3,452 | $3,109+11.0% | $3,096+11.5% | $3,356+2.8% |
| Admin fee / account holder | $46 | $39+18.7% | $3,139-98.5% | $70-34.9% |